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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,805 | $88,672-67.5% | $105,223-72.6% | $82,448-65.1% |
| Participation rate | 74.2% | 67.9%+6.3pp | 75.0%-0.9pp | 68.1%+6.1pp |
| Annual return | 12.39% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,093 | $3,048-64.1% | $3,689-70.4% | $2,551-57.1% |
| Participant deferral / active EE | $199 | $4,036-95.1% | $5,072-96.1% | $4,139-95.2% |
| Admin fee / account holder | $1,004 | $7,146-85.9% | $8,859-88.7% | $7,234-86.1% |